View Financial HealthP.C.S. Machine Group Holding 配当と自社株買い配当金 基準チェック /46P.C.S. Machine Group Holding配当を支払う会社であり、現在の利回りは9%で、収益によって十分にカバーされています。主要情報9.0%配当利回り5.5%バイバック利回り総株主利回り14.5%将来の配当利回りn/a配当成長1.0%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向81%最近の配当と自社株買いの更新Upcoming Dividend • Apr 30Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (6.0%).Declared Dividend • Feb 25Final dividend of ฿0.12 announcedShareholders will receive a dividend of ฿0.12. Ex-date: 7th May 2026 Payment date: 21st May 2026 Dividend yield will be 8.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 10First half dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 22nd August 2025 Payment date: 8th September 2025 Dividend yield will be 9.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 99% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Apr 29Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (7.9%). In line with average of industry peers (8.0%).お知らせ • Apr 28P.C.S. Machine Group Holding Public Company Limited Approves Cash Dividend for the Operating Period from 1 July 2024 to 31 December 2024, Payable on 20 May 2025P.C.S. Machine Group Holding Public Company Limited announced at annual general meeting of shareholders for 2025 held on April 25, 2025, approved the dividend payment from the operating result of the company for 2024, at the rate of THB 0.25 per share, totaling THB 381.25 million. After the deduction of interim dividend payment for the accounting period from 1 January 2024 to 30 June 2024, at the rate of THB 0.10 per share, totaling THB 152.50 million, as aforementioned above, the company will pay the remaining dividend for the second half of 2024 performance, which was from 1 July 2024 to 31 December 2024, at the rate of THB 0.15 per share, from total of 1,525,000,000 shares, amounting to THB 228.75 million. In this regard, the company has scheduled the Record Date to determine the shareholders who are entitled to receive the dividend payment on 7 May 2025 (XD on 6 May 2025) and the dividend will be paid on 20 May 2025.Declared Dividend • Feb 26Final dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 6th May 2025 Payment date: 20th May 2025 Dividend yield will be 6.8%, which is lower than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 53% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesReported Earnings • May 16First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.12 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (down from ฿0.12 in 1Q 2025). Revenue: ฿678.6m (down 13% from 1Q 2025). Net income: ฿124.8m (down 34% from 1Q 2025). Profit margin: 18% (down from 24% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 16% per year.Upcoming Dividend • Apr 30Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (6.0%).Declared Dividend • Feb 25Final dividend of ฿0.12 announcedShareholders will receive a dividend of ฿0.12. Ex-date: 7th May 2026 Payment date: 21st May 2026 Dividend yield will be 8.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.37 (vs ฿0.41 in FY 2024)Full year 2025 results: EPS: ฿0.37 (down from ฿0.41 in FY 2024). Revenue: ฿2.99b (down 7.1% from FY 2024). Net income: ฿544.3m (down 14% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 23P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 24, 2026P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 24, 2026, at 13:30 SE Asia Standard Time.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.091 (vs ฿0.05 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.091 (up from ฿0.05 in 3Q 2024). Revenue: ฿760.1m (up 4.2% from 3Q 2024). Net income: ฿132.6m (up 75% from 3Q 2024). Profit margin: 17% (up from 10% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Declared Dividend • Aug 10First half dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 22nd August 2025 Payment date: 8th September 2025 Dividend yield will be 9.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 99% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.077 (vs ฿0.095 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.077 (down from ฿0.095 in 2Q 2024). Revenue: ฿725.6m (down 4.1% from 2Q 2024). Net income: ฿116.9m (down 20% from 2Q 2024). Profit margin: 16% (down from 19% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 20P.C.S. Machine Group Holding Public Company Limited Announces Resignation of Angkrit Rungrotkitiyot as Chief Executive Officer, Expire Date 30 June 2025P.C.S. Machine Group Holding Public Company Limited announced resignation of Mrs. Angkrit Rungrotkitiyot as chief executive officer. Expire date is 30 June 2025. Terminate Reason: Resigned from position /the company due to health problems which affect working performance. However, the resignation shall not impact the company's operation. Mr. Angkrit will be acting as CEO until the new CEO has been appointed.Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.12 (vs ฿0.11 in 1Q 2024)First quarter 2025 results: EPS: ฿0.12 (up from ฿0.11 in 1Q 2024). Revenue: ฿782.8m (down 10% from 1Q 2024). Net income: ฿188.3m (up 12% from 1Q 2024). Profit margin: 24% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Apr 29Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (7.9%). In line with average of industry peers (8.0%).お知らせ • Apr 28P.C.S. Machine Group Holding Public Company Limited Approves Cash Dividend for the Operating Period from 1 July 2024 to 31 December 2024, Payable on 20 May 2025P.C.S. Machine Group Holding Public Company Limited announced at annual general meeting of shareholders for 2025 held on April 25, 2025, approved the dividend payment from the operating result of the company for 2024, at the rate of THB 0.25 per share, totaling THB 381.25 million. After the deduction of interim dividend payment for the accounting period from 1 January 2024 to 30 June 2024, at the rate of THB 0.10 per share, totaling THB 152.50 million, as aforementioned above, the company will pay the remaining dividend for the second half of 2024 performance, which was from 1 July 2024 to 31 December 2024, at the rate of THB 0.15 per share, from total of 1,525,000,000 shares, amounting to THB 228.75 million. In this regard, the company has scheduled the Record Date to determine the shareholders who are entitled to receive the dividend payment on 7 May 2025 (XD on 6 May 2025) and the dividend will be paid on 20 May 2025.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).Buy Or Sell Opportunity • Apr 16Now 42% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to ฿2.46. The fair value is estimated to be ฿4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years, while earnings per share has been flat.Declared Dividend • Feb 26Final dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 6th May 2025 Payment date: 20th May 2025 Dividend yield will be 6.8%, which is lower than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 53% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿0.41 (vs ฿0.53 in FY 2023)Full year 2024 results: EPS: ฿0.41 (down from ฿0.53 in FY 2023). Revenue: ฿3.24b (down 19% from FY 2023). Net income: ฿631.8m (down 22% from FY 2023). Profit margin: 20% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 24+ 1 more updateP.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 25, 2025P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time. Location: venue column 3 , column bangkok hotel, ThailandValuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿3.58, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 11x in the Auto Components industry in Thailand. Total loss to shareholders of 16% over the past three years.New Risk • Nov 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin).Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to ฿4.30. The fair value is estimated to be ฿5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.1%.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.095 (vs ฿0.15 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.095 (down from ฿0.15 in 2Q 2023). Revenue: ฿764.1m (down 20% from 2Q 2023). Net income: ฿145.4m (down 36% from 2Q 2023). Profit margin: 19% (down from 24% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.15 in 1Q 2023)First quarter 2024 results: EPS: ฿0.11 (down from ฿0.15 in 1Q 2023). Revenue: ฿880.9m (down 19% from 1Q 2023). Net income: ฿167.8m (down 28% from 1Q 2023). Profit margin: 19% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 01P.C.S. Machine Group Holding Public Company Limited Approves Interim Dividend for the Year 2023, Payable on May 24, 2024P.C.S. Machine Group Holding Public Company Limited at the AGM held on April 30, 2024, approved a dividend of THB 0.40 per share, totalling THB 610.0 million. After the deduction of the interim dividend for the accounting period from January 1, 2023, to June 30 2023 at the rate of THB 0.20 per share, totalling THB 305 million, the remaining dividend for the second half from July 1, 2023, to December 31, 2023 was at the rate of THB 0.20 per share from the total of 1,525,000,000 shares, totaling THB 305 million. The company has scheduled record date to determine the shareholders who are entitled to receive the dividend payment on May 09, 2024, (XD on 8 May 2024) and the dividend shall be paid on 24 May 2024.Declared Dividend • Feb 25Final dividend of ฿0.20 announcedDividend of ฿0.20 is the same as last year. Ex-date: 8th May 2024 Payment date: 24th May 2024 Dividend yield will be 7.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.53 (vs ฿0.43 in FY 2022)Full year 2023 results: EPS: ฿0.53 (up from ฿0.43 in FY 2022). Revenue: ฿4.02b (down 4.7% from FY 2022). Net income: ฿810.2m (up 22% from FY 2022). Profit margin: 20% (up from 16% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 30, 2024P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 30, 2024, at 13:00 SE Asia Standard Time. Agenda: To consider and acknowledge the operational results of the Company for the year 2023; to consider and approve the dividend payment; to consider and approve the appointment of the directors in place of the directors who are due to retire by rotation; to consider and approve the determination of remuneration of directors for the year 2024 and to consider other matters.お知らせ • Feb 23P.C.S. Machine Group Holding Public Company Limited Proposes Interim Dividend for the Year 2023, Payable on May 9, 2024P.C.S. Machine Group Holding Public Company Limited at the SBM held on February 22, 2024, the board has approved a dividend of THB 0.40 washer totalling THB 610.0 million. after the deduction of the interim dividend for the accounting period from January 1, 2023, to June 30 2023 at the rate of THB 0.20 per share, totalling THB 305 million, the company will pay the remaining dividend for the second half of 2023 performance at the rate of THB 0.20 per share. in this regard the company has scheduled the record date to determine the shareholders who are entitled to receive the dividend payment on May 9, 2024. the dividend will be paid on May 24, 2024.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.10 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.16 (up from ฿0.10 in 3Q 2022). Revenue: ฿1.05b (up 2.2% from 3Q 2022). Net income: ฿243.5m (up 54% from 3Q 2022). Profit margin: 23% (up from 16% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 21Upcoming dividend of ฿0.20 per share at 8.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 08 September 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 8.0%. Within top quartile of Thai dividend payers (6.3%). In line with average of industry peers (8.4%).Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.096 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.15 (up from ฿0.096 in 2Q 2022). Revenue: ฿967.1m (down 2.7% from 2Q 2022). Net income: ฿226.0m (up 54% from 2Q 2022). Profit margin: 23% (up from 15% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.14 in 1Q 2022)First quarter 2023 results: EPS: ฿0.15 (up from ฿0.14 in 1Q 2022). Revenue: ฿1.09b (down 4.1% from 1Q 2022). Net income: ฿234.1m (up 12% from 1Q 2022). Profit margin: 22% (up from 18% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per share at 7.9% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 18 May 2023. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (6.6%).Buying Opportunity • Mar 14Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿6.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 61%.Reported Earnings • Feb 27Full year 2022 earnings released: EPS: ฿0.43 (vs ฿0.37 in FY 2021)Full year 2022 results: EPS: ฿0.43 (up from ฿0.37 in FY 2021). Revenue: ฿4.41b (up 14% from FY 2021). Net income: ฿662.4m (up 16% from FY 2021). Profit margin: 15% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.10 (vs ฿0.14 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.10 (down from ฿0.14 in 3Q 2021). Revenue: ฿1.04b (flat on 3Q 2021). Net income: ฿158.4m (down 25% from 3Q 2021). Profit margin: 15% (down from 20% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Jukr Boon-Long was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% and the cash payout ratio is 76%. Trailing yield: 5.8%. Within top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (9.3%).Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.096 (vs ฿0.11 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.096 (down from ฿0.11 in 2Q 2021). Revenue: ฿1.03b (down 9.7% from 2Q 2021). Net income: ฿146.7m (down 16% from 2Q 2021). Profit margin: 14% (down from 15% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 19First quarter 2022 earnings released: EPS: ฿0.14 (vs ฿0.079 in 1Q 2021)First quarter 2022 results: EPS: ฿0.14 (up from ฿0.079 in 1Q 2021). Revenue: ฿1.23b (down 4.0% from 1Q 2021). Net income: ฿209.2m (up 75% from 1Q 2021). Profit margin: 17% (up from 9.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Jukr Boon-Long was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 12Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio and cash payout ratio are on the higher end at 80% and 95% respectively. Trailing yield: 5.9%. Within top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (8.6%).Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.38 (up from ฿0.17 in FY 2020). Revenue: ฿4.09b (up 4.7% from FY 2020). Net income: ฿570.3m (up 125% from FY 2020). Profit margin: 14% (up from 6.5% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.088 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.10b (up 16% from 3Q 2020). Net income: ฿211.6m (up 58% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 16Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 06 September 2021. Trailing yield: 7.4%. Within top quartile of Thai dividend payers (5.0%). In line with average of industry peers (7.6%).Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.17b (up 114% from 2Q 2020). Net income: ฿173.7m (up ฿329.5m from 2Q 2020). Profit margin: 15% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • May 18First quarter 2021 earnings released: EPS ฿0.08 (vs ฿0.078 in 1Q 2020)The company reported a mediocre first quarter result with flat earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.29b (flat on 1Q 2020). Net income: ฿119.9m (flat on 1Q 2020). Profit margin: 9.3% (in line with 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 13Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 20 April 2021. Payment date: 07 May 2021. Trailing yield: 9.8%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (4.5%).Reported Earnings • Feb 17Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿3.99b (down 25% from FY 2019). Net income: ฿253.8m (up 234% from FY 2019). Profit margin: 6.4% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 15New 90-day high: ฿4.96The company is up 11% from its price of ฿4.48 on 16 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 7.0% over the same period.Is New 90 Day High Low • Nov 25New 90-day high: ฿4.60The company is up 3.0% from its price of ฿4.46 on 27 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 12% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.074The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿944.5m (down 30% from 3Q 2019). Net income: ฿133.9m (up 202% from 3Q 2019). Profit margin: 14% (up from 3.3% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 03New 90-day low: ฿4.34The company is down 3.0% from its price of ฿4.48 on 05 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 13% over the same period.決済の安定と成長配当データの取得安定した配当: PCSGHの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: PCSGHの配当金支払額は過去10年間減少しています。配当利回り対市場P.C.S. Machine Group Holding 配当利回り対市場PCSGH 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (PCSGH)9.0%市場下位25% (TH)3.3%市場トップ25% (TH)7.5%業界平均 (Auto Components)5.8%アナリスト予想 (PCSGH) (最長3年)n/a注目すべき配当: PCSGHの配当金 ( 9% ) はTH市場の配当金支払者の下位 25% ( 3.29% ) よりも高くなっています。高配当: PCSGHの配当金 ( 9% ) はTH市場 ( 7.48% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 現在の配当性向（ 80.9% ）では、 PCSGHの支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: PCSGHの 現金配当性向 ( 44.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YTH 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 11:16終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋P.C.S. Machine Group Holding Public Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Suwat BumrungchatudomBualuang Securities PCLNaruedom MujjalinkoolRHB Investment BankApichat PoobunjirdkulTisco Securities Co. Ltd.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (6.0%).
Declared Dividend • Feb 25Final dividend of ฿0.12 announcedShareholders will receive a dividend of ฿0.12. Ex-date: 7th May 2026 Payment date: 21st May 2026 Dividend yield will be 8.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 10First half dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 22nd August 2025 Payment date: 8th September 2025 Dividend yield will be 9.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 99% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (7.9%). In line with average of industry peers (8.0%).
お知らせ • Apr 28P.C.S. Machine Group Holding Public Company Limited Approves Cash Dividend for the Operating Period from 1 July 2024 to 31 December 2024, Payable on 20 May 2025P.C.S. Machine Group Holding Public Company Limited announced at annual general meeting of shareholders for 2025 held on April 25, 2025, approved the dividend payment from the operating result of the company for 2024, at the rate of THB 0.25 per share, totaling THB 381.25 million. After the deduction of interim dividend payment for the accounting period from 1 January 2024 to 30 June 2024, at the rate of THB 0.10 per share, totaling THB 152.50 million, as aforementioned above, the company will pay the remaining dividend for the second half of 2024 performance, which was from 1 July 2024 to 31 December 2024, at the rate of THB 0.15 per share, from total of 1,525,000,000 shares, amounting to THB 228.75 million. In this regard, the company has scheduled the Record Date to determine the shareholders who are entitled to receive the dividend payment on 7 May 2025 (XD on 6 May 2025) and the dividend will be paid on 20 May 2025.
Declared Dividend • Feb 26Final dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 6th May 2025 Payment date: 20th May 2025 Dividend yield will be 6.8%, which is lower than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 53% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 16First quarter 2026 earnings released: EPS: ฿0.09 (vs ฿0.12 in 1Q 2025)First quarter 2026 results: EPS: ฿0.09 (down from ฿0.12 in 1Q 2025). Revenue: ฿678.6m (down 13% from 1Q 2025). Net income: ฿124.8m (down 34% from 1Q 2025). Profit margin: 18% (down from 24% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 16% per year.
Upcoming Dividend • Apr 30Upcoming dividend of ฿0.12 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 8.8%. Within top quartile of Thai dividend payers (7.5%). Higher than average of industry peers (6.0%).
Declared Dividend • Feb 25Final dividend of ฿0.12 announcedShareholders will receive a dividend of ฿0.12. Ex-date: 7th May 2026 Payment date: 21st May 2026 Dividend yield will be 8.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: ฿0.37 (vs ฿0.41 in FY 2024)Full year 2025 results: EPS: ฿0.37 (down from ฿0.41 in FY 2024). Revenue: ฿2.99b (down 7.1% from FY 2024). Net income: ฿544.3m (down 14% from FY 2024). Profit margin: 18% (down from 20% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 23P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 24, 2026P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 24, 2026, at 13:30 SE Asia Standard Time.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: ฿0.091 (vs ฿0.05 in 3Q 2024)Third quarter 2025 results: EPS: ฿0.091 (up from ฿0.05 in 3Q 2024). Revenue: ฿760.1m (up 4.2% from 3Q 2024). Net income: ฿132.6m (up 75% from 3Q 2024). Profit margin: 17% (up from 10% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Aug 10First half dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 22nd August 2025 Payment date: 8th September 2025 Dividend yield will be 9.7%, which is higher than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 99% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2025 earnings released: EPS: ฿0.077 (vs ฿0.095 in 2Q 2024)Second quarter 2025 results: EPS: ฿0.077 (down from ฿0.095 in 2Q 2024). Revenue: ฿725.6m (down 4.1% from 2Q 2024). Net income: ฿116.9m (down 20% from 2Q 2024). Profit margin: 16% (down from 19% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 20P.C.S. Machine Group Holding Public Company Limited Announces Resignation of Angkrit Rungrotkitiyot as Chief Executive Officer, Expire Date 30 June 2025P.C.S. Machine Group Holding Public Company Limited announced resignation of Mrs. Angkrit Rungrotkitiyot as chief executive officer. Expire date is 30 June 2025. Terminate Reason: Resigned from position /the company due to health problems which affect working performance. However, the resignation shall not impact the company's operation. Mr. Angkrit will be acting as CEO until the new CEO has been appointed.
Reported Earnings • May 14First quarter 2025 earnings released: EPS: ฿0.12 (vs ฿0.11 in 1Q 2024)First quarter 2025 results: EPS: ฿0.12 (up from ฿0.11 in 1Q 2024). Revenue: ฿782.8m (down 10% from 1Q 2024). Net income: ฿188.3m (up 12% from 1Q 2024). Profit margin: 24% (up from 19% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Apr 29Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 06 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (7.9%). In line with average of industry peers (8.0%).
お知らせ • Apr 28P.C.S. Machine Group Holding Public Company Limited Approves Cash Dividend for the Operating Period from 1 July 2024 to 31 December 2024, Payable on 20 May 2025P.C.S. Machine Group Holding Public Company Limited announced at annual general meeting of shareholders for 2025 held on April 25, 2025, approved the dividend payment from the operating result of the company for 2024, at the rate of THB 0.25 per share, totaling THB 381.25 million. After the deduction of interim dividend payment for the accounting period from 1 January 2024 to 30 June 2024, at the rate of THB 0.10 per share, totaling THB 152.50 million, as aforementioned above, the company will pay the remaining dividend for the second half of 2024 performance, which was from 1 July 2024 to 31 December 2024, at the rate of THB 0.15 per share, from total of 1,525,000,000 shares, amounting to THB 228.75 million. In this regard, the company has scheduled the Record Date to determine the shareholders who are entitled to receive the dividend payment on 7 May 2025 (XD on 6 May 2025) and the dividend will be paid on 20 May 2025.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Thai stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.2% average weekly change).
Buy Or Sell Opportunity • Apr 16Now 42% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to ฿2.46. The fair value is estimated to be ฿4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.8% over the last 3 years, while earnings per share has been flat.
Declared Dividend • Feb 26Final dividend of ฿0.15 announcedShareholders will receive a dividend of ฿0.15. Ex-date: 6th May 2025 Payment date: 20th May 2025 Dividend yield will be 6.8%, which is lower than the industry average of 8.0%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 53% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: ฿0.41 (vs ฿0.53 in FY 2023)Full year 2024 results: EPS: ฿0.41 (down from ฿0.53 in FY 2023). Revenue: ฿3.24b (down 19% from FY 2023). Net income: ฿631.8m (down 22% from FY 2023). Profit margin: 20% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 24+ 1 more updateP.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 25, 2025P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 25, 2025, at 13:30 SE Asia Standard Time. Location: venue column 3 , column bangkok hotel, Thailand
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ฿3.58, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 11x in the Auto Components industry in Thailand. Total loss to shareholders of 16% over the past three years.
New Risk • Nov 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin).
Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to ฿4.30. The fair value is estimated to be ฿5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.1%.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ฿0.095 (vs ฿0.15 in 2Q 2023)Second quarter 2024 results: EPS: ฿0.095 (down from ฿0.15 in 2Q 2023). Revenue: ฿764.1m (down 20% from 2Q 2023). Net income: ฿145.4m (down 36% from 2Q 2023). Profit margin: 19% (down from 24% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: ฿0.11 (vs ฿0.15 in 1Q 2023)First quarter 2024 results: EPS: ฿0.11 (down from ฿0.15 in 1Q 2023). Revenue: ฿880.9m (down 19% from 1Q 2023). Net income: ฿167.8m (down 28% from 1Q 2023). Profit margin: 19% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 01P.C.S. Machine Group Holding Public Company Limited Approves Interim Dividend for the Year 2023, Payable on May 24, 2024P.C.S. Machine Group Holding Public Company Limited at the AGM held on April 30, 2024, approved a dividend of THB 0.40 per share, totalling THB 610.0 million. After the deduction of the interim dividend for the accounting period from January 1, 2023, to June 30 2023 at the rate of THB 0.20 per share, totalling THB 305 million, the remaining dividend for the second half from July 1, 2023, to December 31, 2023 was at the rate of THB 0.20 per share from the total of 1,525,000,000 shares, totaling THB 305 million. The company has scheduled record date to determine the shareholders who are entitled to receive the dividend payment on May 09, 2024, (XD on 8 May 2024) and the dividend shall be paid on 24 May 2024.
Declared Dividend • Feb 25Final dividend of ฿0.20 announcedDividend of ฿0.20 is the same as last year. Ex-date: 8th May 2024 Payment date: 24th May 2024 Dividend yield will be 7.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 24Full year 2023 earnings released: EPS: ฿0.53 (vs ฿0.43 in FY 2022)Full year 2023 results: EPS: ฿0.53 (up from ฿0.43 in FY 2022). Revenue: ฿4.02b (down 4.7% from FY 2022). Net income: ฿810.2m (up 22% from FY 2022). Profit margin: 20% (up from 16% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 30, 2024P.C.S. Machine Group Holding Public Company Limited, Annual General Meeting, Apr 30, 2024, at 13:00 SE Asia Standard Time. Agenda: To consider and acknowledge the operational results of the Company for the year 2023; to consider and approve the dividend payment; to consider and approve the appointment of the directors in place of the directors who are due to retire by rotation; to consider and approve the determination of remuneration of directors for the year 2024 and to consider other matters.
お知らせ • Feb 23P.C.S. Machine Group Holding Public Company Limited Proposes Interim Dividend for the Year 2023, Payable on May 9, 2024P.C.S. Machine Group Holding Public Company Limited at the SBM held on February 22, 2024, the board has approved a dividend of THB 0.40 washer totalling THB 610.0 million. after the deduction of the interim dividend for the accounting period from January 1, 2023, to June 30 2023 at the rate of THB 0.20 per share, totalling THB 305 million, the company will pay the remaining dividend for the second half of 2023 performance at the rate of THB 0.20 per share. in this regard the company has scheduled the record date to determine the shareholders who are entitled to receive the dividend payment on May 9, 2024. the dividend will be paid on May 24, 2024.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: ฿0.16 (vs ฿0.10 in 3Q 2022)Third quarter 2023 results: EPS: ฿0.16 (up from ฿0.10 in 3Q 2022). Revenue: ฿1.05b (up 2.2% from 3Q 2022). Net income: ฿243.5m (up 54% from 3Q 2022). Profit margin: 23% (up from 16% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 21Upcoming dividend of ฿0.20 per share at 8.0% yieldEligible shareholders must have bought the stock before 28 August 2023. Payment date: 08 September 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 8.0%. Within top quartile of Thai dividend payers (6.3%). In line with average of industry peers (8.4%).
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.096 in 2Q 2022)Second quarter 2023 results: EPS: ฿0.15 (up from ฿0.096 in 2Q 2022). Revenue: ฿967.1m (down 2.7% from 2Q 2022). Net income: ฿226.0m (up 54% from 2Q 2022). Profit margin: 23% (up from 15% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 18First quarter 2023 earnings released: EPS: ฿0.15 (vs ฿0.14 in 1Q 2022)First quarter 2023 results: EPS: ฿0.15 (up from ฿0.14 in 1Q 2022). Revenue: ฿1.09b (down 4.1% from 1Q 2022). Net income: ฿234.1m (up 12% from 1Q 2022). Profit margin: 22% (up from 18% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 21Upcoming dividend of ฿0.20 per share at 7.9% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 18 May 2023. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.9%. Within top quartile of Thai dividend payers (6.0%). Higher than average of industry peers (6.6%).
Buying Opportunity • Mar 14Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ฿6.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 61%.
Reported Earnings • Feb 27Full year 2022 earnings released: EPS: ฿0.43 (vs ฿0.37 in FY 2021)Full year 2022 results: EPS: ฿0.43 (up from ฿0.37 in FY 2021). Revenue: ฿4.41b (up 14% from FY 2021). Net income: ฿662.4m (up 16% from FY 2021). Profit margin: 15% (in line with FY 2021). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ฿0.10 (vs ฿0.14 in 3Q 2021)Third quarter 2022 results: EPS: ฿0.10 (down from ฿0.14 in 3Q 2021). Revenue: ฿1.04b (flat on 3Q 2021). Net income: ฿158.4m (down 25% from 3Q 2021). Profit margin: 15% (down from 20% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Jukr Boon-Long was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 06 September 2022. Payout ratio is a comfortable 72% and the cash payout ratio is 76%. Trailing yield: 5.8%. Within top quartile of Thai dividend payers (5.4%). Lower than average of industry peers (9.3%).
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ฿0.096 (vs ฿0.11 in 2Q 2021)Second quarter 2022 results: EPS: ฿0.096 (down from ฿0.11 in 2Q 2021). Revenue: ฿1.03b (down 9.7% from 2Q 2021). Net income: ฿146.7m (down 16% from 2Q 2021). Profit margin: 14% (down from 15% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: ฿0.14 (vs ฿0.079 in 1Q 2021)First quarter 2022 results: EPS: ฿0.14 (up from ฿0.079 in 1Q 2021). Revenue: ฿1.23b (down 4.0% from 1Q 2021). Net income: ฿209.2m (up 75% from 1Q 2021). Profit margin: 17% (up from 9.3% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Jukr Boon-Long was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 12Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. Payout ratio and cash payout ratio are on the higher end at 80% and 95% respectively. Trailing yield: 5.9%. Within top quartile of Thai dividend payers (5.2%). Lower than average of industry peers (8.6%).
Reported Earnings • Feb 27Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ฿0.38 (up from ฿0.17 in FY 2020). Revenue: ฿4.09b (up 4.7% from FY 2020). Net income: ฿570.3m (up 125% from FY 2020). Profit margin: 14% (up from 6.5% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ฿0.14 (vs ฿0.088 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ฿1.10b (up 16% from 3Q 2020). Net income: ฿211.6m (up 58% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 16Upcoming dividend of ฿0.15 per shareEligible shareholders must have bought the stock before 23 August 2021. Payment date: 06 September 2021. Trailing yield: 7.4%. Within top quartile of Thai dividend payers (5.0%). In line with average of industry peers (7.6%).
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS ฿0.11 (vs ฿0.10 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ฿1.17b (up 114% from 2Q 2020). Net income: ฿173.7m (up ฿329.5m from 2Q 2020). Profit margin: 15% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 18First quarter 2021 earnings released: EPS ฿0.08 (vs ฿0.078 in 1Q 2020)The company reported a mediocre first quarter result with flat earnings, revenues and profit margins. First quarter 2021 results: Revenue: ฿1.29b (flat on 1Q 2020). Net income: ฿119.9m (flat on 1Q 2020). Profit margin: 9.3% (in line with 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 13Upcoming dividend of ฿0.25 per shareEligible shareholders must have bought the stock before 20 April 2021. Payment date: 07 May 2021. Trailing yield: 9.8%. Within top quartile of Thai dividend payers (5.0%). Higher than average of industry peers (4.5%).
Reported Earnings • Feb 17Full year 2020 earnings released: EPS ฿0.17 (vs ฿0.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ฿3.99b (down 25% from FY 2019). Net income: ฿253.8m (up 234% from FY 2019). Profit margin: 6.4% (up from 1.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 75% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 15New 90-day high: ฿4.96The company is up 11% from its price of ฿4.48 on 16 September 2020. The Thai market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Auto Components industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Nov 25New 90-day high: ฿4.60The company is up 3.0% from its price of ฿4.46 on 27 August 2020. The Thai market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 12% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ฿0.074The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ฿944.5m (down 30% from 3Q 2019). Net income: ฿133.9m (up 202% from 3Q 2019). Profit margin: 14% (up from 3.3% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 03New 90-day low: ฿4.34The company is down 3.0% from its price of ฿4.48 on 05 August 2020. The Thai market is down 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 13% over the same period.